Send quotation (class form) [AX 2012]

Updated: April 19, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Periodic > Quotation update > Send quotation.

–or–

Click Project management and accounting > Periodic > Quotations > Send quotation.

Use this form to send a sales quotation with the status Created and to update the status to Sent.

The sales quotation cannot be edited once it is sent to a customer.

The following tables provide descriptions for the controls in this form.

Tab

Description

Parameters

Select whether the sales quotation is to be printed in the Print quotation check box.

Printing in this context means generating visible output, such as printing to the screen, a text file, an e-mail, or a physical document.

Other

Define the level of credit limit checking when invoicing the sales quotation.

Tab

Description

Overview

Overview of the sales quotation.

Setup

Date to be given to the update job.

Lines

Overview of the sales quotation lines.

Quotation

View the quotation number and customer name.

Button

Description

Select

Opens and edits the query behind the update process.

Options

Sets up the output target for the update process and printer parameters.

Batch

If the update process is to run as a batch job, clicking this button opens a dialog where you can set up the batch parameters.

Field

Description

Expiration date

Calculated or inserted expiration date.

Quotation

Quotation identification.

Prospect

Customer or vendor account number.

Use this extended data type (ExternalAccount) to create customers and vendors. Alphanumeric characters are allowed.

  1. Enter the length of the longest possible account number.

  2. Select between Left adjusted and Right adjusted.

Customer account

Customer or vendor account number.

Use this extended data type (ExternalAccount) to create customers and vendors. Alphanumeric characters are allowed.

  1. Enter the length of the longest possible account number.

  2. Select between Left adjusted and Right adjusted.

Name

Description of the quotation.

Currency

Current currency code.

Date of update

Transaction date.

Quotation

Identifies the quotation.

Item number

Unique user-defined code that is assigned when items are created. We recommend that you not use special characters or spaces in the item number.

Item numbers can be system generated by linking the item number to a number sequence.

Quantity

Number of sales units.

Net amount

Line amount including discount.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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